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Hagley Financial Planning

Hagley Financial Planning

Mortgages, Investments, Pensions, Protection

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Financial Advice, Improves Results

by providing our wealth of expertise to our clients, positively assisting informed decisions
around money matters, equates to improvements in personal finances and wealth management

need some financial advice

Build a Financial Future

Do you plan for today? Or, plan for tomorrow?

Casting any current circumstances to one side, putting off any form of constructive planning (no matter how big or small) of your personal finances will only benefit you in the immediate term, and not your family in the long term.

Tomorrow will always become today – So do today what you only think you’ll do tomorrow – Look ahead = Plan ahead

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Areas of our Financial help


Getting the right help and advice (sooner, rather than later) in the planning of personal finances offers peace of mind for you, your family and your loved ones.


Estate Planning

Personal Insurance

Pensions/Retirement

Investments

Savings

Hagley Financial Planning

Where planning finances helps builds people’s futures

Our 75+ years of collaborative experience in the personal financial planning sector forms the foundation of our reputation. As we’ve assisted and advised on the finances of numerous clients (& now their offspring) over the many years.

In addition to us utilising our financial know-how in the personal finances services sector. We also operate a separate department that provides mortgage advice.

Looking for the right local advice on personal finances?

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Kind words from our happy customers

Here is a short selection of customer testimonials that we’ve received as a direct result of us advising them in regards to their personal finances

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News and Articles around Personal Finances


News and articles relating directly to and around the many products and services offered by, or provided from within and around the personal finance sector.

Chancellor brings forward further Medium-Term Fiscal Plan measures

No Rating Impact on UK Life Insurers’ Following UK Outlook Revision

Savings allowance beneficiaries with above-average savings income

TPR publishes consultation on new code of practice for CDC pension schemes

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Hagley Financial Planning Ltd

20 Hagley Hall Mews
Hagley Hall
Hagley
Worcestershire DY9 9LQ

Registered in England & Wales no. 04353123. Registered Office at Brunswick House, Birmingham Road, Redditch, Worcestershire, B97 6DY.

Hagley Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority no. 441352.

Copyright © 2026 Hagley Financial Planning Ltd - Independent Financial Adviser in Worcestershire - All Rights Reserved

The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

​Where you have a complaint or dispute with us, and we are unable to resolve this to your satisfaction, then we are obliged to offer you the Financial Ombudsman Service to help resolve this. Please see the following link for further details: https://financial-ombudsman.org.uk

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